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20VC: Why Small Markets are Better Than Big Markets, The Biggest Delusion of Early Stage VC, Why AI Investing is like a Horserace and Why The Most Ambitious Companies Growing the Fastest are not the Best Investments with Adam Fisher, Partner @ Bessemer
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Investing in AI, Challenges of a Competitive Landscape, and the Importance of Unconventional Thinking
The hosts discuss their perspective on investing in AI companies, expressing their discomfort with the competitive landscape driven by the need for large amounts of capital. They also discuss the potential impact of AI on vertical sass apps and emphasize their preference for making multiple smaller investments and looking for companies that require patience and surprise everyone by building differently.
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